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Wealth Reviews Jobs in Decatur, GA (NOW HIRING)

As the Wealth Lending Solutions Consultant for Osaic's Personal Credit Line (PCL), you will be ... comparative reviews. * Assist in problem resolution when necessary. * May perform other ...

As the Wealth Lending Solutions Consultant for Osaic's Personal Credit Line (PCL), you will be ... comparative reviews. * Assist in problem resolution when necessary. * May perform other ...

Wealth Management Associate Wealth Management Associates provide exceptional service to our clients ... reviewing various client reports or financial plans from firm-approved systems for existing or ...

As the Wealth Lending Solutions Consultant for Osaic's Personal Credit Line (PCL), you will be ... comparative reviews. * Assist in problem resolution when necessary. * May perform other ...

As the Wealth Lending Solutions Consultant for Osaic's Personal Credit Line (PCL), you will be ... comparative reviews. Assist in problem resolution when necessary. May perform other ...

Advisory Manager

Atlanta, GA · On-site

$145K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Conduct annual performance reviews and contribute to ongoing evaluation of team members ...

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Wealth Reviews information

See Decatur, GA salary details

$73.2K

$95.4K

$114.2K

How much do wealth reviews jobs pay per year?

As of Jul 12, 2026, the average yearly pay for wealth reviews in Decatur, GA is $95,414.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,500.00 and $106,400.00 per year, depending on experience, location, and employer.

What are some common challenges faced by professionals in Wealth Reviews, and how can they be managed effectively?

Professionals in Wealth Reviews often encounter challenges such as staying updated with evolving regulatory requirements, managing complex client portfolios, and balancing thorough due diligence with timely service delivery. Effective management involves ongoing training, leveraging compliance resources, and using robust digital tools to streamline documentation and analysis. Strong communication with both clients and internal teams is also crucial to ensure accuracy and build trust throughout the review process.

What are Wealth Reviews?

Wealth Reviews are comprehensive assessments of a client's financial situation, typically conducted by financial advisors or wealth managers. These reviews evaluate assets, liabilities, income, expenses, and investment portfolios to ensure that financial strategies align with the client’s goals. The process often includes analyzing risk tolerance, estate planning, tax considerations, and retirement planning. Wealth Reviews help clients optimize their financial plans and make informed decisions about their future. Regular reviews are recommended to adapt to changing life circumstances and market conditions.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client portfolios, specialized expertise, or working in high-net-worth markets. Achieving this level of income typically requires years of experience, strong sales skills, and often certifications like the CFP or CFA. Compensation varies based on commission, fees, and the firm’s structure.

Is wealth Enhancement a good company to work for?

Wealth Reviews as a job role involves evaluating financial products and services, often requiring analytical skills and attention to detail. The work environment and employee satisfaction can vary, so researching company reviews and employee feedback can provide more insight into the company's work culture and reputation.

What are the key skills and qualifications needed to thrive as a Wealth Review Analyst, and why are they important?

To thrive as a Wealth Review Analyst, you need a solid background in finance, investment analysis, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with financial planning software, portfolio management systems, and customer relationship management (CRM) tools is typically required. Strong analytical thinking, attention to detail, and effective communication skills set top performers apart in this role. These capabilities ensure accurate assessments, tailored financial recommendations, and trust-building with clients, which are critical for client satisfaction and regulatory adherence.

Is wealth.com a good company to work for?

Wealth Reviews is a role focused on evaluating financial products and services, not a company. If you are referring to a specific company named Wealth, it is advisable to research employee reviews, company culture, and benefits on platforms like Glassdoor for a comprehensive understanding.

What is the difference between Wealth Reviews vs Financial Advisor?

AspectWealth ReviewsFinancial Advisor
CredentialsMay include certifications like CFP, CFA, or industry-specific reviewsTypically requires CFP, CFA, or similar financial planning certifications
Work EnvironmentOnline platforms, review sites, or consulting firmsClient offices, banks, or independent practices
Employer & Industry UsageUsed by consumers to evaluate financial servicesHired by clients for personalized financial planning
Search & Comparison IntentResearching reputation and service quality of financial professionalsSeeking personalized financial advice and planning

Wealth Reviews primarily focus on evaluating and comparing financial professionals or firms based on client feedback and service quality. Financial Advisors, on the other hand, provide personalized financial planning and investment advice directly to clients. While both are related to financial services, Wealth Reviews help consumers make informed decisions about which Financial Advisor to choose.

Is working in wealth management worth it?

Working in wealth management as a financial advisor or analyst can be rewarding due to high earning potential and client interaction, but it often requires strong interpersonal skills, certifications like the CFP, and long hours. The profession offers opportunities for career growth and specialization, but job satisfaction depends on individual goals and work environment.
What job categories do people searching Wealth Reviews jobs in Decatur, GA look for? The top searched job categories for Wealth Reviews jobs in Decatur, GA are:
What cities near Decatur, GA are hiring for Wealth Reviews jobs? Cities near Decatur, GA with the most Wealth Reviews job openings:
Asset & Wealth Management, Private Wealth Management, Business Unit Manager, Vice President - Atl...

Asset & Wealth Management, Private Wealth Management, Business Unit Manager, Vice President - Atl...

Goldman Sachs

Atlanta, GA • On-site

Other

Posted 5 days ago


Goldman Sachs rating

8.2

Company rating: 8.2 out of 10

Based on 26 frontline employees who took The Breakroom Quiz

44th of 149 rated banks


Job description

YOUR IMPACT

The Business Unit Manager, as a member of the Regional Management Team, plays a major role in managing the day to day operations of the office. This is a unique opportunity to work directly with the Region Head on all aspects of office management, including people development and business strategy. The Business Unit Manager will also work closely with Private Wealth's Senior Management Team, along with key stakeholders and partners throughout the business. The position requires good knowledge of the Private Wealth Management industry complemented by strong interpersonal and organizational skills.

OUR IMPACT 

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

HOW YOU WILL FULFILL YOUR POTENTIAL 

  • Core member of Regional Management Team involved in executing and developing strategy to achieve local goals
  • Coordinate with local Regional Head in the overall supervision, management and running of the office 
  • Manage, develop and recruit regional office employees, including Private Wealth Advisors, Financial Analysts, Wealth Management Professionals, Financial Investment Professionals, Business Development Professionals, Interns and Administrative Assistants
  • Create annual strategy and performance targets for teams, and track business metrics for the office
  • Ensure seamless daily business operations and client experience through close coordination with business partners in Operations, Compliance, Legal, Human Capital Management, Finance and Technology divisions
  • Gain a deep comprehension of the various positions in a Private Wealth Management office
  • Have a broad understanding of office's clients and largest prospective client opportunities 
  • Perform regulatory supervisory functions for the business
  • Oversee office marketing, branding, and client engagement strategy 
  • Facilitate cross-functional efforts on a variety of national strategic initiatives and special projects related to business profitability, growth and operations
  • Handle office budgeting process, expenses and procurement 
  • Manage personnel related issues, including employee training and development, performance reviews, compensation and promotion recommendations, and mentoring
  • Ensure that all employees are in compliance with regulatory requirements, include registrations and series exams
  • Resolve conflicts inter/intra-office
  • Assist teams with strategically optimizing effectiveness and efficiency through best practice sharing and business planning
  • Manage resource allocation decisions across teams

SKILLS & EXPERIENCE WE'RE LOOKING FOR

  • Bachelor's Degree Required
  • Self-starter who takes ownership and can lead/manage projects independently
  • Exceptional communication and interpersonal skills and ability to build and foster a strong network of relationships; confidence to work closely with senior management
  • Strategic thinker with strong analytical skills
  • Highly organized and process oriented with strong attention to detail and excellent follow-through
  • Results-oriented: ability to thrive in a fast paced environment, handling multiple, time-sensitive projects while focusing on the quality of work delivered
  • Good judgment and discretion, with ability to handle sensitive and confidential information with the utmost discretion and care
  • Commitment to excellence and a high level of integrity
  • Teamwork orientation
  • People and Project Management experience strongly desired
  • Financial industry experience desired
  • SIE and Series 7, 9, 63 and 10 (must be obtained within first 3 months of employment)    

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. 

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. 

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

The Goldman Sachs Group, Inc., 2026. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.


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Goldman Sachs logo

About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869